Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.8M | $17M | -4% | Jun 2024 |
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| Envestnet Asset Management | 116k | $1.1M | 3% | Jun 2024 |
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| Jane Street | 18k | $176k | 100% | Jun 2024 |
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| ORG Partners | 8.5k | $82k | 100% | Jun 2024 |
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| Advisor Group Holdings | 132.00 | $1.3k | 100% | Mar 2024 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2024 | 19k | $194k |